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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $724,175 | $108,825+565.5% | $156,181+363.7% | $82,448+778.3% |
| Participation rate | 97.3% | 72.4%+24.9pp | 78.8%+18.5pp | 68.1%+29.2pp |
| Annual return | 15.71% | 20.59%-4.9pp | 64.87%-49.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $21,033 | $2,870+632.9% | $4,294+389.8% | $2,551+724.5% |
| Participant deferral / active EE | $7,455 | $4,577+62.9% | $6,132+21.6% | $4,139+80.1% |
| Admin fee / account holder | $106,357 | $9,341+1038.7% | $14,586+629.2% | $7,234+1370.2% |